EXD

Eaton Vance TaxManaged Buy-Write Strategy Fund
EXD

Overview Fund Activity
Delisted

EXD was delisted on the 14th of April, 2023.

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24 hedge funds and large institutions have $25.4M invested in Eaton Vance TaxManaged Buy-Write Strategy Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
9
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$668K
2
SFS
2
Shaker Financial Services
Virginia
$575K
3
DA
3
Doliver Advisors
Texas
$321K
4
GC
4
Guggenheim Capital
Illinois
$240K
5
PCP
5
Proficio Capital Partners
Massachusetts
$3.83M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.46M
2
Wells Fargo
2
Wells Fargo
California
$2.12M
3
Bank of America
3
Bank of America
North Carolina
$1.93M
4
Citigroup
4
Citigroup
New York
$44K
5
UBS Group
5
UBS Group
Switzerland
$680K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.46M 764,529 -148,232 -16%
PCP
2
Proficio Capital Partners
Massachusetts
$3.83M 337,294 +13,560 +4%
Wells Fargo
3
Wells Fargo
California
$2.12M 191,108 -115,381 -38%
Bank of America
4
Bank of America
North Carolina
$1.93M 173,966 -56,405 -24%
RJA
5
Raymond James & Associates
Florida
$1.61M 145,178 +4,113 +3%
Invesco
6
Invesco
Georgia
$1.41M 127,642 -967 -0.8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$768K 69,386 +4,506 +7%
UBS Group
8
UBS Group
Switzerland
$680K 61,485 -1,122 -2%
Ameriprise
9
Ameriprise
Minnesota
$668K 60,323 +60,323 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$581K 52,547 +1,982 +4%
SFS
11
Shaker Financial Services
Virginia
$575K 51,903 +51,903 New
ICA
12
Infrastructure Capital Advisors
New York
$544K 49,183 – –
WS
13
Wedbush Securities
California
$421K 38,060 +9,110 +31%
TC
14
TFS Capital
Pennsylvania
$339K 30,634 +1,641 +6%
DA
15
Doliver Advisors
Texas
$321K 29,019 +29,019 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$280K 25,298 -1,121 -4%
GC
17
Guggenheim Capital
Illinois
$240K 21,702 +21,702 New
KJHP
18
K.J. Harrison & Partners
Ontario, Canada
$236K 21,340 +9,670 +83%
SG Americas Securities
19
SG Americas Securities
New York
$158K 14,299 +637 +5%
SIM
20
Sonora Investment Management
Arizona
$88.9K 8,035 – –
Citigroup
21
Citigroup
New York
$44K 3,931 -18,598 -83%
IA
22
IFP Advisors
Florida
$30K 2,710 +17 +0.6%
GWM
23
Geneos Wealth Management
Colorado
$27K 2,500 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12K 1,100 -333 -23%
LWM
25
LBA Wealth Management
Florida
– – – –
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